All Topics in Phoenix
It’s as easy as 1, 2, 3: Browse for a topic, Click the orange request button, Fill out the contact form.Now the speaker will contact you in the next few days to coordinate details.
-
The Run for the Roses: What Needs to be Done Before You Retire
Jeff Young, Senior Wealth Manager, Kierland Financial Group
TOPIC CATEGORY: Financial
You’ve won the game! Now What? The goal of wealth accumulation gradually gives way to that of efficient money management in retirement. It certainly isn’t the same skill set and has a different set of challenges and opportunities associated with it. Planning for that stage while you are in your peak earning years can help insure a retirement of dignity and independence if you plan now. MORE >
Financial Planner and Investment Advisor Jeff Young speaks about that life phase in this presentation entitled “The Run for the Roses.” It is he will address such issues as:
• Creating a New Safety Net
• Gifting
• Planning a Social Security Strategy
• What are RMD’s (Required Minimum Distributions from Retirement Plans) and when do you take them?
• Educating the Survivors
• Maximizing your tax bracket
• End of Life Planning
• The One Property Asset that will give your Heirs Fits and how to avoid that -
Retirement Income – 5 Action Items to Chart Your Course
Katrina C. Lessard, CFP®, AEP®, Founder & CEO , Lessard Wealth Management
TOPIC CATEGORY: Financial
You’ve spent a lifetime accumulating money for your retirement. You’ve saved, invested, and taken advantage of workplace retirement plans. Now you have to make decisions about how to generate a steady income stream, and these decisions could have lasting repercussions. MORE >
Join us for an educational workshop where we’ll focus on strategies designed to help you:• Make the most of your retirement income streams
• Tap into your retirement accumulations
• Understand retirement plan distribution rules
• Invest for stability, income, and growth potential
• Utilize financial vehicles that could last a lifetime
• Protect your income and assets from the unexpected
• Prepare for a more comfortable and rewarding retirement lifestyleOptional 20-page workbook available on retirement income strategies. This full-color resource contains essential information, exercises, and questions that will help you assess your current situation and make sound financial decisions. Perhaps best of all, you will be eligible for the complimentary consultation offered to all workshop participants.
-
MVD Is Serving You Better
Doug Nick, Asst. Communications Director for Customer Outreach, Arizona Motor Vehicle Division (ADOT)
TOPIC CATEGORY: Miscellaneous
At the Arizona MVD, our vision is “To get you out of line and safely on the road” and I think we’re doing some interesting things to reach that goal. MORE >
Since everyone has to use MVD at one time or another, I’ve found that we get a pretty healthy discussion when we share some time with groups like yours. I have a general-interest presentation as well as one more focused on business practices that may be of more interest to Chambers of Commerce.I’d love to drop by your group and share my presentaion and I’m always happy to take questions.
-
Sustainability Leads to Profitable Results
Latoya Beverly, CEO & Founder of Sustainability Marketing, Creators of Change Agency
TOPIC CATEGORY: Business
Sustainability is not a sacrifice, rather it is an opportunity and competitive advantage. While many businesses work toward resource efficiency, it is in fact client efficiency that leads to greater results.
-
How to Eradicate Stigmas Surrounding Diversity Inclusion
Latoya Beverly, CEO & Founder of Sustainability Marketing, Creators of Change Agency
TOPIC CATEGORY: Business
Maximize leadership potential by being the change we wish to see and eradicating stigmas surrounding diversity inclusion and mental health. Latoya talks about key strategies to implement mindfulness tools and techniques. As a leader we understand the importance of diversity & inclusion, leadership development, and emotional intelligence and the keys to being mindful.
-
Overview of Benefits for Long Term Care
Marsha Goodman, Attorney, Specific Law Firm
TOPIC CATEGORY: Financial
A discussion of Medicare and what it does....and does not....cover. Medicaid Long Term Care benefits - you may not need to impoverish yourself. VA Aid and Attendance Benefits for veterans and surviving spouses.